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Refund Accounts Receivable Credits

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For times where a customer has a balance in Accounts Receivable that you wish to refund to the customer, use the steps depending on how you intend to follow through with the refund:

 

hmtoggle_arrow0        If you intend to write the check out of your third party accounting software:


hmtoggle_arrow0        If you intend to give the customer cash out of your cash drawer that is tracked in FocalPoint

 

hmtoggle_arrow0        If you wish to give refund an accounts receivable credit and put the funds on to a customer's credit card:

 

hmtoggle_arrow0        If your customer made a payment on account for more than the amount owed, and now you wish to give the customer his/her "change":